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SO PLANNING

BUDGETING MASTERCLASS

BUDGETING MASTERCLASS

£250.00 GBP
£250.00 GBP
Sale Sold out
Tax included.
Appointment Option

Ready to become a budgeting pro? Our comprehensive Budgeting Masterclass is designed to guide you step-by-step through the entire budgeting process, from assessing your financial starting point to mastering advanced strategies for saving, debt reduction, and wealth building. You'll learn practical skills to:

  • Identify and reduce unnecessary expenses
  • Set realistic financial goals that motivate you
  • Master different budgeting methods (like zero-based and 50/30/20)
  • Create a spending plan that works for your lifestyle
  • Stay on track and manage financial roadblocks

Why Choose This Masterclass? This class is packed with expert tips, interactive exercises, and hands-on activities to ensure you leave with a practical, actionable budget in place. Plus, you’ll have access to resources, templates, and personalized guidance to keep your momentum going long after the course ends.

Take Control of Your Financial Future Today! Don’t wait for the “right” time to start budgeting—the time is now. Enroll in our Budgeting Masterclass and take the first step toward a life of financial freedom and confidence.

Ready to transform your finances? Sign up now and start your journey toward financial mastery!

Each consultation includes:

  • A one-on-one audio Zoom call with a SO Planning Inc consultant,
  • A questionnaire sent after your booking/payment process to prepare you and your consultant for your meeting, 
  • A customized Product Recommendation Guide for you to shop from.

All consultation appointment times occur in Greenwich Mean Time (GMT). Consultations are for ONE customer ONLY, and are designed to assist with one planning system at a time. If you would like assistance with building several planning systems, you will need to purchase an additional package for each system. Coupons and discount codes cannot be applied to Planner Consultation Services. We reserve the right to, and will cancel any order that skirts this rule. Consultations are non-refundable and non-transferable. Recommended products are NOT included in the price of the consultation.

If you need to reschedule your appointment, you'll need to reach out to us via email at least 24 hours prior to your appointment time. (Email us at cs@soplanninginc.com) We will do our best to accommodate and reschedule your appointment with the consultant that you initially chose during your booking process, but we reserve the right to re-book you with another consultant.

The questionnaire is designed to give our consultants a better understanding of your needs. This ensures that we use your 30-minute appointment in the most efficient manner. Please complete this questionnaire immediately upon receipt. If it is not completed at least 24 hours before your scheduled appointment, we reserve the right to cancel your appointment. (non-refundable) If you need to confirm whether we have received it or not, you can email us at cs@soplanninginc.com

Your Product Recommendation Guide will be sent to you within 3 business days after your appointment is completed. Please keep in mind that this does NOT include weekends or major holidays. If your appointment occurs on a Friday at 2pm GMT, the consultant will have your Product Recommendation Guide to you by the following Wednesday at 2pm GMT. We don't offer any Saturday appointments.

Please keep in mind that because this service is non-refundable, we are unable to accept cancellations for refund. We will work with you to reschedule your appointment if you give us at least 24 hours notice.

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